Ascent Insights Edition 24

Welcome to Edition 24 of Ascent Insights.

We are only 6 weeks away until the Peter Mac Conquer Cancer Ride. Team Ascent will be embarking on a 200km 2 day bike ride through the Mornington Pensinsula on October 25th and 26th 2014. Team Ascent currently has 10 riders and consists of clients, family and friends that are dedicated to raising awareness and supporting Cancer research. Owner and Founder Mark O’Toole chose to be a major fundraiser for the Peter Mac Conquer Cancer Ride due to his family being touched by the disease.

So far Team Ascent has raised over $16,000 for the cause. Ascent Founder Mark O’Toole said ” Our goal is to raise $25,000 for the Conquer Cancer Ride this year and give back to the families that are currently fighting Cancer. So please contact us if you would like to be a rider or be a supporter”

On the financial front, Ascent Private Wealth are now working closely with MLC Mortgage Solutions to assist clients and their children. Together with MLC Mortgage Solutions, we have access to over 35 lenders at wholesale rates. We are pleased to report that this aspect of the business is continuing to grow.

If you would like to discuss any of the above, please contact Founder/Managing Director Mark O’Toole on 03 9672 5111 or motoole@ascentpw.com.au.

Financial organisation ahead of retirement

Today is the day to: stop, take stock and tackle your finances head on.

Is it always tomorrow, next week, next month or next year that you’re going to get your finances in order? It’s important to get on track as soon as possible. Here are some important things to take into consideration.

To downsize or not?

The kids have moved out and the house is starting to feel empty — as well as costing a lot to maintain. So is it time to sell up and buy something smaller? We look at the pros and cons of downsizing the family home.